How can I send an Email Template test-email for a particular account (user)?

Credentials-NOChange ForWebAccess

19 Jan, 2015 05:54 AM

I need to test some changes to a template and can not see a way to send a test email.
(The preview doesn't actually use user record so I can't test the If/Then logic I'm using)

Any way to do that?

  1. #1 Posted by Marc Guyer Support staff on 19 Jan, 2015 03:15 PM

    Greatings Credentials-NOChange ForWebAccess,

    You can do this in a round-about way for the Payment Receipt type. When you're looking at an existing customer detail page in CG, there is a link to send the payment receipt. You're shown a preview of the actual email content for that invoice when you click that.

    For other types, there isn't a good way to see real data. Only, the fake preview is available. This is an enhancement that we're currently working on.

  2. #2 Posted by Credentials-NOC... on 19 Jan, 2015 04:49 PM

    That would work.
    I assume it's on this page: http://screencast.com/t/R66bIeLh

    But I can't see it. What's it called?
    I ssearched the page for 'payment' and for 'reciept'. No love.

  3. #3 Posted by Marc Guyer Support staff on 19 Jan, 2015 08:51 PM

    You'll need to look at a customer who has a transacted invoice

  4. #4 Posted by Credentials-NOC... on 20 Jan, 2015 01:26 PM

    Thanks! That' extremely helpful.

  5. Marc Guyer closed this discussion on 20 Jan, 2015 04:09 PM.

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